LEADERSHIP COMMITTEE
Research & Investment Management
Steve Drum
Associate Portfolio Manager
INSTITUTIONAL CONSULTING GROUP
PRIVATE CLIENT GROUP
Satricia A. Rice, JD, CFA, CIMA®*
Senior Managing Director and Head of Private Client Group
Anthony G. Micheli, CPA*
Senior Managing Director
Michael J. Moss, CFP®*
Senior Managing Director, Integration and Special Projects
Cindy L. Steeb, JD
Senior Managing Director, Trust Administration Services
Eileen Burkhart, CFP®, AIF®*
Senior Managing Director
Tom Kotick
Director, Trusts & Estates
Sheena Paulic
Senior Client Service Associate
Tricia Cindric
Senior Client Service Associate
Chris Markley
Client Service Associate
Administration
REPORTING AND OPERATIONS
FIND YOUR CLARITY
Clearstead is structured to put client’s interests first through our fee-only advisory model. Clearstead is independent and believes this is central to providing objective advice to its clients.

Clearstead is an institutional investment consulting and private wealth management firm. We are relentless in providing financial solutions so clients can exceed their aspirations and build legacies for their families, organizations, communities, and themselves.
SERVICES
RESEARCH
CONTACT US
1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114
216-621-1090
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